With over 20 years experience, Mary and the Stockton Financial and Insurance Services Team specializes in financial advisory to help clients achieve their personal and business goals. With Women Executives and Business Owners being a big driver to both the San Diego and Boston market economies, Mary's role is to help these type of clients navigate their unique financial challenges.
Beyond working with attorneys, accountants, trust officers, and other financial professionals to better serve her clients, Mary's community work includes serving on many boards including arts organizations, community foundations, and service organizations.
In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, Mary is also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.
Mary's office is located at 4365 Executive Drive, Suite 800 San Diego, CA 92121 and I can be reached at 855-623-8600.
Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success
Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.
My California Insurance license